Fiduciary Mandate — scale fee quotes without multiplying partner hours.
The calculation belongs to the logic, not to capacity.
Today partners phrase and calculate fee quotes by hand. Partner availability becomes the bottleneck, and pricing varies by partner, team and location. With the configurator you delegate the calculation to the rule.
Today
Manual fee quote, gated by partner capacity.
- Partners calculate and phrase every quote themselvesSenior capacity becomes the bottleneck in the quoting phase.
- Prices vary by partner, team and locationNo consistent basis across the firm.
- Complex mandates live in heads and spreadsheetsInternational tax, M&A and complex audits barely reproducible.
- The four-eyes check happens only at the very endQuality assurance bolted on rather than built in.
With the quote generator
A reproducible quote, reviewed under the four-eyes principle.
- Fee logic encoded as rulesThe firm's logic decides, not the available partner hour.
- Guidance through multi-layered mandatesEven complex cases calculated in a structured, traceable way.
- A reviewable quote instead of a black boxThe four-eyes principle is built into the process.
- Consistent fees across every locationScaling without adding partner hours.
Pays off as soon as a few partner hours per quote are saved.
Governance, not tooling
For complex mandates what counts is not a link to a single system, but consistent, reviewable fee logic across every location. That is exactly what the configurator encodes.
How a fee quote is created
See how the quote generator turns your fee logic into a reviewable quote.
How the quote generator produces a fee quote.
Let's talk about your fee logic
In the prototype we encode your fee logic for a real mandate type — open-ended, with your numbers. You see how a reviewable quote is created.
Prefer to talk?
Michael — Call, send an email, or tell us what it is about — whatever suits you best.